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Lazard International Equity Portfolio (LZIEX)

17.07 +0.05 (+0.29%)
At close: 8:01 PM EST
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DELL
  • Previous Close 17.02
  • YTD Return 8.71%
  • Expense Ratio 0.84%
  • Category Foreign Large Blend
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 983.82M
  • Beta (5Y Monthly) 1.02
  • Yield 3.03%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.11
  • Inception Date Jan 23, 1997

The Portfolio invests primarily in equity securities, principally common stocks, of relatively large non-U.S. companies with market capitalizations in the range of companies included in the MSCI? Europe, Australasia and Far East ("EAFE?") Index. The Investment Manager looks for established companies in economically developed countries and may invest up to 15% of the Portfolio's assets in securities of companies whose principal business activities are located in emerging market countries.

Lazard

Fund Family

Foreign Large Blend

Fund Category

983.82M

Net Assets

1997-01-23

Inception Date

Performance Overview: LZIEX

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Trailing returns as of 11/21/2024. Category is Foreign Large Blend.

YTD Return

LZIEX
8.71%
Category
9.07%
?

1-Year Return

LZIEX
22.22%
Category
33.76%
?

3-Year Return

LZIEX
1.82%
Category
8.50%
?

5-Year Return

LZIEX
5.33%
Category
10.08%
?

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Holdings: LZIEX

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Top 10 Holdings (21.15% of Total Assets)

SymbolCompany% Assets
REL.L
RELX PLC 3.49%
ULVR.L
Unilever PLC 2.94%
ROG.SW
Roche Holding AG 2.00%
GIL.TO
Gildan Activewear Inc. 1.91%
CAP.PA
Capgemini SE 1.89%
SU.TO
Suncor Energy Inc. 1.82%
ABBN.SW
ABB Ltd 1.81%
9843.T
Nitori Holdings Co., Ltd. 1.81%
BVI.PA
Bureau Veritas SA 1.76%
III.L
3i Group plc 1.72%

Sector Weightings

Recent News: LZIEX

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Research Reports: LZIEX

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